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Clearstead Advisors’s F&G Annuities & Life FG Stock Holding History

Clearstead Advisors’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$959 Buy
36
+27
+300% +$739 ﹤0.01% 2710
2026
Q1 		$228 Sell
9
-61
-87% -$1.59K ﹤0.01% 2162
2025
Q4 		$2.17K Buy
70
+2
+3% +$63 ﹤0.01% 2132
2025
Q3 		$2.13K Buy
+68
New +$2.25K ﹤0.01% 2431
2023
Q4 		– Sell
-10
Closed -$282 – 1570
2023
Q3 		$282 Buy
+10
New +$271 ﹤0.01% 1494

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Clearstead Advisors's FG Position: Q2 2026 in Review

Clearstead Advisors increased its F&G Annuities & Life (FG) stake by 300% in Q2 2026, buying an estimated $739 and bringing the position to 36 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #2710.

Clearstead Advisors first reported a position in FG in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.17K in Q4 2025. 161 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Clearstead Advisors held 36 shares of F&G Annuities & Life worth $959 as of Q2 2026.
  • Clearstead Advisors bought 27 F&G Annuities & Life shares in Q2 2026, an estimated $739.
  • F&G Annuities & Life made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2710 holding.
  • Clearstead Advisors first reported a position in F&G Annuities & Life in Q3 2023 and has held it in 5 quarters since.
  • Clearstead Advisors's F&G Annuities & Life position peaked at $2.17K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.